Philip Quitoriano, financial advisor San Rafael CA

Philip Quitoriano

CRD Number: 5738844
Current Firm: Polaris Wealth Advisory Group

Philip Quitoriano (CRD# 5738844) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in San Rafael, CA and has over 11 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Polaris Greystone Financial Group, LLC San Rafael, CA Apr 2016 - Current 4
Wells Fargo Bank Na Foster City, CA Jul 2014 - Apr 2016 1
Wells Fargo Advisors, LLC Foster City, CA Jul 2014 - Apr 2016 1
Jp Morgan Chase Bank Na Daly City, CA Jan 2013 - Jun 2014 1
Jp Morgan Chase Bank Na Daly City, CA Aug 2010 - Dec 2012 2
Chase Investment Services Corp Daly City, CA Mar 2010 - Aug 2010 < 1
San Jose State University San Jose, CA Jan 2005 - May 2010 5
Chase Investment Services Corp Daly City, CA Nov 2009 - Mar 2010 < 1
Wachovia Cupertino, CA Jul 2009 - Nov 2009 < 1
Solid Data Systems Santa Clara, CA Mar 2006 - Nov 2009 3
Dvdplay Inc. Campbell, CA Aug 2008 - Nov 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jan 2010
Contact Info for Philip A. Quitoriano
By the Numbers
  • Total Assets Under Management
    1,154
    MILLIONS
  • Total Number of Accounts
    2,764
    ACCOUNTS
  • Average Account Value
    $417,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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